Tag Archives: probate

Orange County Probate Lawyers: Avoiding Probate with a Roth IRA

Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Orange County probate lawyers typically go over with their clients: Unlike traditional IRAs […]

Orange County Probate Lawyer: Can Beneficiaries Demand a Formal Accounting of an Estate?

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, as an Orange County probate lawyer, I can tell you that not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly […]

Newport Beach Probate Lawyer: The Person Who Provides for You Suddenly Dies. What Happens to You?

When the primary breadwinner dies, his or her surviving spouse, domestic partner, and minor children can find themselves without the necessary resources to maintain their current lifestyle. If you find yourself in this position, as a Newport Beach probate lawyer, I can assure you that you do have options. Under California laws, you have entitlements […]

Ask an Orange County Probate Lawyer: “My Mother Just Passed Away. What Paperwork Do I Need?”

After the loss of a loved one, there’s so much to do. You need to communicate with family members, plan the funeral, and begin the process of settling their estate.  As an Orange County probate lawyer, I can help you along these lines by by giving you a list of important documents that you should […]

What You and Your Newport Beach Probate Lawyer Can Expect

Probate law varies from state to state, but there are several things that you and your Newport Beach probate lawyer can expect to happen during the process.  The following is a simple breakdown of some of the most common aspects of probate law. First of all, probate is the name of the legal process that […]

OC Business Attorney Talks Estate Planning and Business Succession

Most people hear the words “Estate Planning” and automatically think about wills, trusts, tax issues, and probate.  As an OC business attorney, I can tell you that the reality is that estate planning is about much more than just figuring out how to pass on your hard-earned assets.  We’ve written a lot about the ways […]